Purchase Enhancements
theReporter – Upgrade to v2017
The reporting tool upgrade contains the below features:
- User interface improvements and new ExpressView Themes and Application Themes
- Overhauled Dashboard Designer
- Three new types of charts: Statistical Process Control (SPC), Zoom Line and Zoom Scatter
- Formula Editor improvements
- Functions have interactive tooltips that explain what they do and how to use them
- Type to search for functions, parameters, cells, and data fields
- Improved drag and drop to build complex formulas easily and interactively
- Freeze Rows and Columns for exporting a report to Excel
- Analytical functions for calculating the Mean, Mode, Variance, and Standard Deviation of a data set
Workbench Page Configuration – Ability to set Need By Date as a required field
In Workbench Page Configuration, the Need By Date has been moved to the Workbench Header. The field can be marked as required, which will force requesters to specify a date before the transaction can be approved or released. Specifying a Need By Date in the transaction header will automatically apply the date to all line items on the transaction.
Workbench Page Configuration - Need By Date
Bids and Quotes
Addendum Publish – Changes to Supplier Response handling
If an addendum is created, any supplier responses previously received for the event will no longer be returned when the addendum is published. The supplier maintains the ability to modify the response prior to the event’s due date using the Retract Response option. The addendum email notification to the supplier will also indicate the Retract Response option should be used if changes are needed.
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